United Capital Financial Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

United Capital Financial Advisors’s Portfolio IGE Stock Details IGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$426K	Hold	7,583	–	–	﹤0.01%	1201
2026 Q1	$477K	Sell	7,583 -187	-2%	-$11K	﹤0.01%	1092
2025 Q4	$390K	Buy	7,770 +270	+4%	+$13.2K	﹤0.01%	1063
2025 Q3	$368K	Hold	7,500	–	–	﹤0.01%	959
2025 Q2	$332K	Hold	7,500	–	–	﹤0.01%	894
2025 Q1	$341K	Hold	7,500	–	–	﹤0.01%	852
2024 Q4	$320K	Hold	7,500	–	–	﹤0.01%	862
2024 Q3	$331K	Hold	7,500	–	–	﹤0.01%	842
2024 Q2	$330K	Hold	7,500	–	–	﹤0.01%	814
2024 Q1	$337K	Hold	7,500	–	–	﹤0.01%	846
2023 Q4	$305K	Hold	7,500	–	–	﹤0.01%	859
2023 Q3	$312K	Hold	7,500	–	–	﹤0.01%	720
2023 Q2	$291K	Buy	+7,500	New	+$290K	﹤0.01%	777
2016 Q1	–	Sell	-10,022	Closed	-$282K	–	1238
2015 Q4	$282K	Sell	10,022 -3,013	-23%	-$93.6K	﹤0.01%	1038
2015 Q3	$379K	Sell	13,035 -4,732	-27%	-$152K	﹤0.01%	984
2015 Q2	$645K	Sell	17,767 -8,688	-33%	-$336K	0.01%	832
2015 Q1	$1.07M	Sell	26,455 -7,631	-22%	-$288K	0.01%	706
2014 Q4	$1.31M	Sell	34,086 -9,020	-21%	-$365K	0.02%	581
2014 Q3	$1.93M	Buy	43,106 +2,277	+6%	+$110K	0.03%	444
2014 Q2	$2.04M	Sell	40,829 -17,795	-30%	-$833K	0.04%	412
2014 Q1	$2.6M	Buy	58,624 +27,112	+86%	+$1.16M	0.06%	314
2013 Q4	$1.37M	Buy	31,512 +9,660	+44%	+$412K	0.05%	293
2013 Q3	$906K	Buy	21,852 +495	+2%	+$20.2K	0.03%	356
2013 Q2	$817K	Buy	+21,357	New	+$842K	0.02%	435

Other funds holding IGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

United Capital Financial Advisors's IGE Position: Q2 2026 in Review

United Capital Financial Advisors held its iShares North American Natural Resources ETF (IGE) position steady in Q2 2026 at 7,583 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

United Capital Financial Advisors first reported a position in IGE in Q2 2013 and has held it in 24 quarters since. The position peaked at $2.6M in Q1 2014. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

United Capital Financial Advisors held 7,583 shares of iShares North American Natural Resources ETF worth $426K as of Q2 2026.
United Capital Financial Advisors left its iShares North American Natural Resources ETF share count unchanged in Q2 2026.
iShares North American Natural Resources ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1201 holding.
United Capital Financial Advisors first reported a position in iShares North American Natural Resources ETF in Q2 2013 and has held it in 24 quarters since.
United Capital Financial Advisors's iShares North American Natural Resources ETF position peaked at $2.6M in Q1 2014.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.